Krista Kramer is a registered investment advisor at Tcp Asset Management, LLC, based in Upper Arlington, OH, with 21 years of industry experience. Krista operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,221 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Additional fees apply when using TCPAM models at Orion Portfolio Solutions or SEI (0.35%) or Pave Investment Advisors Sub-Advised Portfolios (0.40%).
Fee Estimator
Location
5000 Horizons Drive, Upper Arlington, OH, 43220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Krista is a wealth advisor at TCP Asset Management, LLC and owner of NLH Financial Services LLC. She is also a licensed agent for non-variable insurance since 2007 and a financial coach, though the coaching is not investment-related.
Employment History
Current Registrations
Tcp Asset Management, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
United Planners' Financial Services of America a Limited Partner
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations10 states
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